U.S. Communications Stock News

Why Jumia’s turnaround plan is back in focus Recent commentary around Jumia Technologies (JMIA) and CEO Francis Dufay’s turnaround plan, which includes store closures, logistics expansion, and a profitability goal by 2027, has pushed the e commerce group back onto many investors’ watchlists. See our latest analysis for Jumia Technologies. The latest commentary around the turnaround comes after a mixed stretch for the stock, with a 14.98% 90 day share price return and a very large 217.74% 1...

In recent days, Vital Farms has attracted heightened investor attention as analysts highlight expected earnings growth and reference its track record of beating revenue and earnings estimates. Amid this increased focus, a bullish thesis emphasizing Vital Farms’ premium brand positioning and resilience to egg price volatility has become a key talking point for investors. We’ll now examine how growing optimism around Vital Farms’ earnings outlook influences its investment narrative and...

Why SiriusPoint’s capital moves are on investors’ radar SiriusPoint (SPNT) has drawn fresh attention after announcing it will redeem and later delist all 8 million Series B preference shares, while also reshaping senior underwriting leadership in its North America P&C business. For current and prospective shareholders, these steps raise practical questions about how the balance between preferred and common equity could shift, what happens to financing costs tied to the 8.00% preference...

Atlassian (NasdaqGS:TEAM) has entered a new long term partnership with BNY to support the Williams F1 Team, expanding its presence in global sports sponsorships. Law firm Pomerantz LLP has launched an investigation into potential securities law violations at Atlassian, focusing on possible securities fraud issues. Atlassian, known for collaboration and workflow tools such as Jira and Confluence, sits at the center of how many companies run projects and software development. The fresh tie up...

Omnicom Group (OMC) is back in focus after shareholders approved its 2026 Incentive Award Plan on January 28, 2026, alongside a new US$2.14b shelf registration tied to an employee stock ownership plan. See our latest analysis for Omnicom Group. The approvals come after a softer run in the share price, with a 7 day share price return showing a decline of 4.78% and a 30 day share price return showing a decline of 5.90%. The 1 year total shareholder return is a decline of 9.53%, while the 5 year...

NXP Semiconductors (NasdaqGS:NXPI) has completed the sale of its MEMS sensors business. The company has acquired Aviva Links, a specialist in high speed automotive connectivity technology. These transactions reshape NXP's portfolio with a sharper focus on automotive connectivity solutions. For you as an investor, these moves highlight where NXP Semiconductors, traded as NasdaqGS:NXPI, is choosing to concentrate its resources inside the broader chip industry. The company has long been active...

Blue Bird has proposed an amendment to its certificate of incorporation that would limit the liability of certain officers for breaches of fiduciary duty. The change would be implemented through corporate bylaw updates, subject to shareholder approval. The proposal focuses on reshaping how accountability and legal exposure for specific executives are defined within the company. For investors watching NasdaqGM:BLBD, this governance move sits alongside a share price of $51.06 and recent...

If you are wondering whether NRG Energy at around US$149 per share still offers value after a strong run, this article will help you make sense of what the current price might be implying. The stock has pulled back recently, with a 0.5% decline over the last week and a 10.3% decline over the last month, even though the 1 year return is 47% and the 3 year return is very large at around 4.6x. These moves come as NRG Energy continues to attract attention in the US utilities space, with...

HCA Healthcare (NYSE:HCA) is rolling out AI-driven programs across its hospital network to improve clinical workflows, revenue cycle processes, and patient care. The company recently expanded its collaboration with GE Healthcare to develop an AI-enabled fetal heart rate monitoring tool for use in labor and delivery. Multiple HCA hospitals have received recent recognition for clinical excellence, including placements on national "Best Hospitals" lists. HCA Healthcare, one of the largest...

Lululemon founder Dennis J. Wilson has launched an activist campaign targeting the company’s board and future direction. Wilson plans to file a proxy statement to nominate his own director candidates and submit a business proposal at the 2026 annual meeting. The move raises the possibility of changes to lululemon athletica’s leadership priorities, capital allocation, or growth plans. For investors watching NasdaqGS:LULU, this development comes at a time when the share price is around...

Moderna stock snapshot and recent performance Moderna (MRNA) shares closed at US$42.55 on the latest trading day, with a 1 day return of a 3.4% decline and a 7 day return of an 11.3% decline, setting the stage for a closer look at recent moves. Over the past month the stock has a total return of 37.9%, while the past 3 months show a 79.2% total return and 16.4% over the past year. Longer term, 3 year and 5 year total returns are a 75.0% decline and a 77.1% decline respectively. See our latest...

Definium Therapeutics (DFTX) has been drawing fresh attention after Jefferies and other firms began covering the stock with favorable commentary, highlighting its late stage brain health pipeline and lead candidate DT120. See our latest analysis for Definium Therapeutics. The recent 1 month share price return of 33.65% and 90 day share price return of 51.92% suggest momentum has been building. However, the very large 3 year total shareholder return contrasts with a weaker 5 year total...

Palo Alto Networks (NasdaqGS:PANW) has completed its acquisition of Chronosphere. The deal brings Chronosphere’s observability platform into Palo Alto Networks AI-driven cybersecurity offerings. The combined platform is aimed at real-time detection and automated response across security and IT operations. Palo Alto Networks focuses on cybersecurity products and platforms used by large enterprises, including firewalls, cloud security tools, and AI-driven threat detection. Chronosphere is...

If you are wondering whether General Electric's share price still offers value after its run, this article walks through what the current numbers may be telling you. GE closed at US$308.71, with returns of 4.6% over the last 7 days, a 3.8% decline over the last 30 days, a 3.8% decline year to date, and gains of 52.1% over 1 year, around 4x over 3 years and more than 4x over 5 years. Recent coverage has focused on General Electric's progress as a focused industrial company and investor...

CrowdStrike Holdings (NasdaqGS:CRWD) is expanding its Global Data Sovereignty initiative with new regional cloud deployments in Saudi Arabia, India, and the UAE. The new in country clouds are designed to support local data residency and security requirements for customers in these markets. CrowdStrike Holdings, trading at around $438.85 per share, is adding more regional cloud capacity as regulators in key markets place greater focus on data localization. For investors watching...

If you are wondering whether Pagaya Technologies at around US$19.73 is still offering value after a strong run, you are not alone. This article will focus on what the current price implies. The stock has pulled back recently, with a 7 day return of an 8.9% decline and a 30 day return of an 11.4% decline. However, the 1 year return of 108.8% and 3 year return of 32.6% show that longer term holders have seen very different outcomes. Recent attention on Pagaya has centered on how its business...

Recent progress on leasing activity, a firmer tenant base and approaching fourth quarter earnings has put Innovative Industrial Properties (IIPR) back in focus as investors weigh possible US cannabis policy changes and industry sentiment. See our latest analysis for Innovative Industrial Properties. Despite the recent leasing progress and speculation around cannabis rescheduling, the share price at US$48.25 reflects a softer tone, with a 30 day share price return decline of 2.47% and a 1 year...

Bleichmar Fonti & Auld LLP has filed a securities fraud class action in the Middle District of Tennessee against Ardent Health, Inc. and certain executives, alleging misleading statements about its accounts receivable practices and reserve methodologies following revenue and liability reserve adjustments disclosed in November 2025. The complaint centers on whether Ardent Health’s use of a 180-day “cliff” for receivables and sizable hindsight-based revenue and reserve changes misled investors...

Plug Power (NasdaqCM:PLUG) shareholders approved amendments to the corporate charter to increase authorized shares. The company completed a large electrolyzer installation for a European customer, adding to its green hydrogen project base. Plug Power enacted layoffs as part of efforts to address ongoing financial challenges and adjust its cost structure. Plug Power focuses on hydrogen fuel cell systems and electrolyzers that support low carbon energy applications, from material handling...

If you are wondering whether Gaming and Leisure Properties is offering good value at today’s price or if you might be paying up for its casino real estate portfolio, this article walks through what the numbers are saying about the stock. The share price closed at US$44.37, with recent returns showing a 2.1% decline over 7 days, a roughly flat 0.1% decline over 30 days and year to date, and a 2.0% decline over the last year, while the 5 year return sits at 40.8%. Recent attention on Gaming...

If you are wondering whether Argan's share price still lines up with its fundamentals, the valuation story is where things start to get interesting. At a last close of US$355.77, Argan's stock has returns of 0.6% over 7 days, 9.1% over 30 days, 9.1% year to date, 168.2% over 1 year and a very large 3 year return that is a little over 8x, with a 5 year return also very large. These moves sit against a backdrop of ongoing interest in Argan as an engineering and construction contractor for...

Axon Enterprise is expanding its AI-powered public safety platform with new AI tools aimed at automating emergency and policing workflows. The company has agreed to acquire Carbyne and Prepared to strengthen AI-enabled emergency communications and real time information sharing. These moves reflect a push to move beyond hardware into a broader software and data ecosystem for public safety agencies. Axon Enterprise, NasdaqGS:AXON, is making these product and acquisition moves while its share...

Owlet, Inc. ( NYSE:OWLT ) shareholders have seen the share price descend 25% over the month. But that doesn't change...

Unsurprisingly, Carnival Corporation & plc's ( NYSE:CCL ) stock price was strong on the back of its healthy earnings...